+0.9%
TOPW price history and return analytics
+19.8%
-18.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | -0.5% |
| 7D | -1.3% | -0.7% | -0.6% | -0.2% |
| 30D | -6.3% | -1.7% | -4.5% | -3.6% |
| 3M | -1.0% | -2.3% | +1.3% | +2.6% |
| 6M | -3.8% | +1.5% | -5.3% | -5.7% |
| YTD | +3.4% | +12.0% | -8.6% | -14.5% |
| 1Y | -8.2% | +12.9% | -21.1% | -25.0% |
| All | +0.9% | +19.8% | -18.9% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling